SIMPLIFY EXCHANGE TRADED FUN

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MTBA·82889N525·US·ETF

MTBA (SIMPLIFY EXCHANGE TRADED FUN) is held by 46 institutional investors as of Q2 2026. Largest holders: ENVESTNET ASSET MANAGEMENT INC ($110.4M), MML INVESTORS SERVICES, LLC ($95.1M), WELLS FARGO & COMPANY/MN ($79.9M). Net institutional sentiment: Mixed.

46

Holders

(6 Elite)

$397.7M

Total Value

38% (47)

Consensus

18 buying - 29 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)73

Insider (Form 4)31

Activist (13D/13G)30

Congressional (STOCK Act)68

Holder Quality

19

★★★★★

Elite

75

★★★★

Strong

27

★★★

Solid

65

★★

Below

12

★

Weak

Held by 46 funds

6 elite

Who's Trading

Source dates: Price Oct 13, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for MTBA.

Top Holders

Top Holders (46)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ENVESTNET ASSET MANAGEMENT INC	Decreased	2.3M(-9.1%)	$110.4M	0.0%	+2.91%	0
MML INVESTORS SERVICES, LLC	Increased	1.9M(+18.8%)	$95.1M	0.2%	+2.61%	42
WELLS FARGO & COMPANY/MN	Decreased	1.6M(-2.6%)	$79.9M	0.0%	+3.73%	0
LPL Financial LLC	Decreased	544,297(-6.6%)	$26.7M	0.0%	-0.11%	0
ROYAL BANK OF CANADA	Decreased	248,445(-14.8%)	$12.2M	0.0%	+1.23%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	199,270(-12.5%)	$9.8M	0.0%	+3.81%	0
Sanctuary Advisors, LLC	Increased	194,820(+21.8%)	$9.6M	0.0%	-0.29%	33
JPMORGAN CHASE & CO	Increased	179,024(+22.8%)	$8.8M	0.0%	+0.74%	33
Tidal Investments LLC	Increased	173,768(+54.1%)	$8.5M	0.0%	-3.15%	39
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	152,032(-13.6%)	$7.4M	0.0%	+0.84%	0
Calamos Advisors LLC	Decreased	104,178(-12.5%)	$5.1M	0.0%	-0.30%	0
FIRST MANHATTAN CO. LLC.	Unchanged	50,000	$2.5M	0.0%	+6.54%	0
TRUIST FINANCIAL CORP	Decreased	40,291(-53.1%)	$2M	0.0%	+1.12%	0
GOLDMAN SACHS GROUP INC	New	30,781	$1.5M	0.0%	-3.29%	35
HighTower Advisors, LLC	Decreased	26,310(-4.9%)	$1.3M	0.0%	+1.91%	0
OSAIC HOLDINGS, INC.	Increased	24,399(+3.3%)	$1.2M	0.0%	+1.10%	26
OPOrion Porfolio Solutions, LLC	Decreased	23,982(-59.1%)	$1.2M	0.0%	+1.94%	0
Rockefeller Capital Management L.P.	Decreased	23,451(-16.5%)	$1.2M	0.0%	-2.66%	0
MORGAN STANLEY	Increased	23,046(+1.2%)	$1.1M	0.0%	-0.34%	25
BENJAMIN EDWARDS INC	Decreased	22,547(-61.9%)	$1.1M	0.0%	+1.94%	0

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MTBASIMPLIFY EXCHANGE TRADED FUN

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer